R1 Release Notes: March 30th, 2014

The R1 Release included various fixes and improvements to NeonCRM. Each item in the list is either an improvement to a feature that already existed or a fix to a feature that previously needed some attention.

ID

Issue Type

Description

IDEA-517

Improvement

When adding new membership terms, the "Display Name" for the "Membership Term - Renew" now auto populates with the display name entered for the "Membership Term - Join".

Fixed an issue where the account post-it note was not working with Safari 5.1 and 6.0

WORK-2949

Improvement

"Address Type" is now visible and editable from the Basic Information section of a Neon account page.

WORK-2978

Fix

The "User Type" column was re-named "Account Type" to be consistent with the field name in search criteria.

WORK-2966

Fix

Fixed an issue where email backgrounds were not displaying in Gmail.

WORK-2967

Fix

Fixed a problem caused by deleting a system letter/email template currently used for a conditional system letter/email. Now if you try delete a template that is being used for a condition, you will receive a warning message that if you proceed with the deletion of the template, the condition will also be deleted. If you choose to delete the template, Neon will use the default system letter/email when you go to resend the email or re-print the letter.

WORK-2970

Fix

Complimentary Membership records can no longer be edited by system users (changes are overwritten by the nightly scheduler so this prevents users from making changes that won't be saved).

Clarified "available to public" and "published" in Documents settings. If Available to public, is Yes then Publish is set to default. If Available to public is set to No, it can only be accessed by staff, Publish is unchecked and optional.

WORK-3006

Fix

Repaired a problem with the Donation Appreciation system email sending when it had just been disabled. Disabling this email will also now take away the ability to manually send the email upon entering a donation.

WORK-3019

Fix

Fixed a display issue with Mailing Labels for accounts with special characters included in their names.

Fixed a problem where after converting an organization to an individual account, the recurring donations on that account were inaccessible.

WORK-3072

Fix

Fixed a problem where the 'Properties' panel in the custom form builder was locking up and preventing future edits to fields.

WORK-3065

Fix

Corrected a typo in the external activity reminder email.

WORK-3098

Fix

Fixed problem with constituents being unable to view documents that were uploaded to their account from the administrator side. Documents that were checked "Visible to constituent login" are now accessible once again to constituents.

WORK-3092

Fix

Fixed a display issue where the Shipping & Handling name was pulling in some HTML code.

WORK-3105

Improvement

The column "Non-Imported/Merged Accounts" under the Import Manager is now called "Not Imported Duplicates"

WORK-3094

Fix

Fixed a problem with new membership's source not populating when entered on the back end.

WORK-3174

Improvement

"Activity Color Category" has been added as a search field and output column for the Activity Report

WORK-3096

Fix

Fixed an issue with additional donations on event registrations. Donations can now be entered with or without a $ sign.

WORK-3102

Fix

Fixed an email token issue with the system default version of the Account Registration system email.

Fixed a problem with the Names and Addresses by Account Relationship report where if organization contacts shared the same address, then only one contact would appear in the report results.

WORK-3297

Fix

Fixed an issue where the total number of terms under a membership level does not display correctly if the membership is also included in other memberships as a child membership.

WORK-3329

Fix

Fixed a problem with the Quick Reports on the Membership Dashboard. The Recently Expired Members and Upcoming Member Expirations will now only show memberships that have not since renewed.

WORK-3309

Fix

Removed the "View" buttons from the "Membership Due" and "Membership Over-Due" catagories under System Settings > Communication Settings > System Emails to resolve a display issue

WORK-3317

Fix

Resolved a Quickbooks set-up error. Our QB connection has been approved so "limit (10) has been exceeded" will no longer appear when trying to reconnect.

WORK-3324

Fix

Fixed an issue where system users with an apostrophe in their name were unable to import data. Also fixed an issue where extra apostrophes were added to imported accounts containing an apostrophe in their name.